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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,876 | $156,963+160.5% | $121,204+237.3% | $139,466+193.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.73% | 1476.75%-1467.0pp | 987.18%-977.4pp | 373.66%-363.9pp |
| Employer contribution / active EE | $22,222 | $5,544+300.8% | $4,170+432.9% | $4,754+367.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,432 | $6,953-50.6% | $5,651-39.3% | $11,409-69.9% |